Yianni Haralambous, JD, CFP®, MTWM

Director, Advanced Wealth Planning



Yianni Haralambous joined Lido in 2022 as an Advanced Wealth Planner. He began his career as a Trust Officer with US Trust and later joined Truist as an Advice and Planning Strategist. Yianni works closely with clients, providing strategies and recommendations to help them achieve their goals. He believes in education, making sure clients understand the “why” behind a decision, leading to empowerment. Every client brings their own unique puzzle pieces to the table. Yianni takes those pieces and creates a roadmap with the goal of making sure clients are set up for all stages of life.

Yianni graduated from Campbell University where he obtained his Juris Doctor and Masters in Trust and Wealth Management. He also holds the CERTIFIED FINANCIAL PLANNERTM designation.

Yianni resides near Charlotte, NC with his wife, Lucy, their two children, and two dogs. In his spare time, he enjoys spending time with his family, golfing, and watching the Carolina Panthers and Charlotte FC.

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